NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/19/2026
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Official data from USPTO
SAVVY SOCIAL SECURITY PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SAVVY SOCIAL SECURITY PLANNING
ST13
US500000086478452Class
36, 41, 42
Filing
86478452
Registration
4986291
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
56
Latest update
08/19/2026
Trademark type
Word
Nice classes
36, 41, 42
Filing date
12/11/2014
Registration date
06/28/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/19/2026
Last transaction
08/19/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
11/30/2008
First use in commerce
11/30/2008
Drawing code
4
Owner type
16
Owner location
New York, NY, US
Examiner
DE JONGE, KATHLEEN
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Horsesmouth LLC
Representatives
Phillip A. Rosenberg KILPATRICK TOWNSEND & STOCKTON LLP
Technical classification
Nice Classes
Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy servicescounseling regarding social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding social security retirement income benefits
Class 41
Education servicesproviding training and education to investment advisors and agents in the form of workshopscoachingpresentationsseminars and lectures in the fields of wealth management and retirement planning; education servicesproviding non-downloadable webinars in the field of financial planning; educational servicesproviding continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articlesnon-downloadable reference piecesnon-downloadable presentation slidesnon-downloadable reportsnon-downloadable press releasesnon-downloadable brochuresnon-downloadable invitationsnon-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articlesnon-downloadable reference piecesnon-downloadable presentation slidesnon-downloadable reportsnon-downloadable press releasesnon-downloadable brochuresnon-downloadable invitationsnon-downloadable posters and non-downloadable email templates in the field of social security income and retirement benefits
Class 42
Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming strategies
Publications
History of USPTO decisions and trademark events.
56 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/19/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/19/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/19/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
06/24/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/28/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/11/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/11/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/11/2023
E815
TEAS SECTION 8 & 15 RECEIVED
06/27/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/28/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
06/28/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/12/2016
PUBO
PUBLISHED FOR OPPOSITION
04/12/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/23/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/04/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/26/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
02/26/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/26/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
02/26/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/26/2016
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
02/03/2016
GNFR
FINAL REFUSAL E-MAILED
02/03/2016
CNFR
FINAL REFUSAL WRITTEN
02/03/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/31/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/31/2015
NREV
NOTICE OF REVIVAL - E-MAILED
12/30/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/29/2015
PETG
PETITION TO REVIVE-GRANTED
12/29/2015
PROA
TEAS PETITION TO REVIVE RECEIVED
12/29/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/24/2015
GNRT
NON-FINAL ACTION E-MAILED
06/24/2015
CNRT
NON-FINAL ACTION WRITTEN
06/24/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/21/2015
GNRT
NON-FINAL ACTION E-MAILED
06/21/2015
CNRT
NON-FINAL ACTION WRITTEN
06/21/2015
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/21/2015
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
06/02/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
05/20/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/15/2015
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
05/15/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
05/15/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/15/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
05/15/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/15/2015
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
05/12/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/24/2015
ALIE
ASSIGNED TO LIE
04/20/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/28/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
03/28/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/28/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
03/28/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/28/2015
DOCK
ASSIGNED TO EXAMINER
03/24/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/17/2014
NWAP
NEW APPLICATION ENTERED
12/15/2014
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